Jordi Bakovic Quiroga is a CFP® professional with nine years of experience at TQM Wealth Partners. Prior to joining the firm, he worked at Boston Children’s Hospital and Salem State University. He is based in Marblehead, MA. TQM Wealth Partners is a small, supported registered investment adviser managing approximately $124 million for about 65 clients, including individuals, small businesses, foundations, and charitable organizations. The firm provides financial planning and investment management using a globally diversified, long-term approach that incorporates fundamental, technical, and cyclical analysis.

Michael Mc Alpin is a CFP®-designated financial advisor with 24 years of industry experience. He currently works at Intellicapital Advisors LLC, where he has been since 2021. His prior experience includes roles at Strategic Advisors LLC and Fidelity Investments. Intellicapital Advisors serves individuals, high-net-worth clients, families, trusts, estates, and small business owners with portfolio management and comprehensive financial planning. The firm employs a goals-based investment process integrating model portfolios, third-party platforms, and tax-aware services, supported by technology tools and human oversight.

Eric Rust is a CFP® with 19 years of industry experience, currently serving as an advisor at Matador Financial Planning LLC since 2014. He holds a Series 66 license and is based in Saint Johns, Florida. Matador Financial Planning serves individual and high-net-worth clients by providing ongoing portfolio management and financial planning services. The firm uses fundamental analysis and modern portfolio theory to manage discretionary and non-discretionary accounts, investing across a range of asset classes including mutual funds, equities, fixed income, real estate funds, ETFs, TIPS, and non-U.S. securities.

Brian Hughes is a CFP® and CFA® credentialed financial advisor with 19 years of industry experience. He is currently with River City Wealth Management, where he has worked since 2019, following prior roles at Advisory Services Network, LLC and Madden Advisory Services, Inc. River City Wealth Management provides discretionary wealth management and financial planning services to individuals, professionals, business owners, and retirement plans. The firm employs a macroeconomic, long-term asset allocation approach utilizing third-party research and manager due diligence to construct diversified portfolios, typically implementing strategic allocations through mutual funds, ETFs, and individual securities.

Gregory Chapas is a financial advisor at Truewater Wealth with four years of industry experience. He holds a Series 66 designation and has worked at Ponte Vedra Wealth and Fortress Wealth Planning, among other firms. Outside of his advisory role, he coaches middle school lacrosse for Bolles Prep and the Bolles Bombers Summer Lacrosse league. Truewater Wealth serves individual and business clients with portfolio management, financial planning, pension consulting, and tax and accounting services. The firm operates an integrated RIA and CPA model, providing discretionary investment management alongside comprehensive accounting and tax services.

Michelle Barron is a CFP® and Series 66-licensed advisor with 17 years of industry experience. She has worked at River City Wealth Management since 2021 and previously at Advisory Services Network and Madden Advisory Services. Outside of financial advising, she manages a property management business in Jacksonville, Florida. River City Wealth Management provides discretionary wealth management and financial planning to individuals, professionals, business owners, and retirement plans. The firm employs a macroeconomic, long-term asset allocation approach using third-party research and manager due diligence to build diversified portfolios across equities, fixed income, mutual funds, and ETFs.

Thomas Boyd is a financial advisor with Coral Reef Advisors LLC in Ponte Vedra Beach, FL, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA, JPMorgan Securities LLC, Snowden Lane Partners, and Private Client Services, LLC. Coral Reef Advisors is a fee-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a tactical allocation strategy that incorporates fundamental and technical analysis and includes long- and short-term purchases and option writing, tailoring portfolios to client objectives while allowing investment restrictions.

Marco Coleman is a financial advisor at Matador Financial with 13 years of industry experience. He holds the Series 66 designation and has been with Matador Financial since 2014. Prior to his advisory role, Coleman was involved with the Georgia Tech Football Team for five years. He also volunteers as a defensive line and linebackers coach at Morehouse College. Matador Financial Planning serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages discretionary and non-discretionary accounts using fundamental analysis and modern portfolio theory, with a focus on in-house asset management and a broad range of investment instruments.

David Vigil is a CFP® and holds a Series 66 license with 21 years of industry experience. He currently serves as an advisor at Vigil Wealth Management, LLC, where he has worked since 2018, including its predecessor entities. Prior to that, he held positions at LPL Financial and SunTrust Advisory Services. In addition to his advisory role, he is a licensed insurance agent. Vigil Wealth Management advises individuals, trusts, estates, businesses, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm emphasizes a long-term investment approach focused on low-cost, diversified mutual funds and ETFs while maintaining flexibility to include a range of other investment vehicles and regularly monitors client accounts.

Jonathan Hermes is a financial advisor at Parable Wealth Advisors with one year of industry experience. He holds a Series 65 designation and is also a partner with a 10% equity stake in Ginn & Patrou, a law firm based in St. Augustine, FL. Additionally, he serves as a bar grader for the Florida Board of Bar Examiners. Parable Wealth Advisors is an SEC-registered investment adviser serving individuals, corporations, and retirement plans. The firm provides portfolio management, retirement-plan consulting, and financial planning, tailoring portfolios with a range of investment vehicles and employing tax-efficient strategies for held-away retirement accounts.

Stephen Kyle is a CFP® professional with 10 years of industry experience. He is currently with Parable Wealth Advisors in St. Augustine, FL, where he has worked since 2024. Prior to that, he held multiple roles at River Capital Advisors, LC from 2015 to 2023. Parable Wealth Advisors serves individuals, corporations, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm customizes portfolios using a range of investment vehicles and employs tax-efficient strategies, including the use of an order management platform for held-away retirement accounts.

Eugene Novitski is a CFP®-certified financial advisor with over 21 years of industry experience. He currently works at Investment Advisor Group, where he has been since 2021. Prior to that, he spent six years at Investment Advisor Alliance and nearly four decades as a self-employed advisor at Resource Capital Services. Investment Advisor Group provides financial planning and discretionary investment management to individuals, families, trusts, and closely held businesses. The firm manages approximately $72 million across 128 client relationships, emphasizing asset allocation and diversification aligned with modern portfolio theory.

Nora Wilson is a Series 65-licensed financial advisor at TrueWater Wealth with 12 years of industry experience. She previously worked at Ringeisen & Worrell, P.A. for 13 years before joining Ponte Vedra Wealth, P.A. in 2025. TrueWater Wealth serves individual and business clients with a combination of portfolio management, financial planning, pension consulting, and tax and accounting services. The firm operates as both a registered investment adviser and a certified public accounting practice, offering integrated solutions that include discretionary investment management and specialized retirement-plan consulting.

Kendal Fordham is a financial advisor with Privileged Planning Inc. in Green Cove Springs, FL, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Privileged Planning Inc. in 2023, Ms. Fordham worked at Planning Solutions International LLC dba TOAMS Financial and Raymond James Financial Services, among other firms. Outside of advisory work, she serves as Secretary and Treasurer of First Coast Honor Flight, a nonprofit organization that provides flights for veterans to Washington, DC, and is a co-author of two books. Privileged Planning serves individual clients, including high-net-worth households, as well as corporations and business entities by offering customized financial management, planning, consulting, and coaching services. The firm uses a mix of technical and cyclical analysis to manage discretionary accounts across various asset classes, emphasizing regular client engagement and multi-month coaching packages with ongoing digital access.

David Upchurch is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at firms including LPL Financial, Maryland Financial Group, and Barnett Wealth Advisors before joining Headland Capital, where he is currently part of a team of ten advisors. Upchurch also operates Upchurch & Corn Advisors. Headland Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as various entities such as family offices and private foundations. The firm employs a client-driven investment approach focused on fundamental analysis with a long-term orientation, managing approximately $559 million across about 637 clients.

Connor Bates is a financial advisor at Revere Asset with a Series 65 designation and two years of industry experience. His prior work includes roles at Protiviti and Stetson University. Revere Asset provides discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a rules-based, trend-focused investment approach centered on its trademarked Grotection® strategy, combining technical and fundamental analysis across a range of asset classes.

Joseph Ciliberti Jr. is a CFP®-designated financial advisor at Thayer Partners LLC with 23 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, TD Ameritrade, and Scottrade. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans by providing customized wealth management, financial planning, and business advisory services. The firm employs a long-term investment approach grounded in fundamental analysis and offers both discretionary and non-discretionary portfolio management alongside consulting engagements.

Thomas Razzano is a financial advisor at Camarda Wealth Advisory Group with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Merrill and Charles Schwab. Camarda Wealth Advisory Group offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm employs proprietary and sourced model portfolios and provides specialized services such as a “Legacy Stock Watch” program and options strategy overlays.

James Belliston is a CFP® with 24 years of industry experience. He is currently with Tanara Wealth Management LLC in St. Augustine, FL, where he has worked since 2026. Prior to Tanara, he was with Andina Capital Management for 13 years. Outside his advisory role, Mr. Belliston serves as a managing member and general partner in several private funds, including Andina Partners, Blue Field Income I GP, and Mercatus Partners, and consults for an events center company. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm employs diversified model portfolios and customized allocations, incorporating public equities, fixed income, ETFs, structured products, and alternative investments accessed through private funds and third-party managers.

Blake Oliver is a financial advisor at MariPau Wealth Management LLC with three years of industry experience. He holds a Series 65 credential and previously worked at Comcast and operated his own investment-related business, Oliver Wealth Management. Outside of his role at MariPau, he is involved in life, health, and annuity sales through Oliver Wealth Management. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and business entities. The firm offers discretionary portfolio management, financial planning, consulting, and educational seminars, operating as a fiduciary and managing accounts primarily on a discretionary, asset-based basis.